Our Path to Your Purpose (P2P): Our Proprietary 5-Step Process
We run our practice, one client at a time.
We take a highly personalized and collaborative approach to financial planning that focuses on you. That means that every client is treated as an individual, every plan is customized, and every portfolio is developed using our Five-Step P2P process.
Our Path To Your Purpose (P2P) is The Dow Group’s comprehensive and fluid process that was developed to help connect the principles of money with your personal values. You can find comfort in knowing that this sound, straightforward and guided approach helps provide you with the essentials for building and preserving your wealth.
Please click on the arrows on the right to learn more about each Step.
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Every client is unique and the purpose of money is different for everyone. That’s why we take the time to learn about what’s important to you, actively listen to your goals and dreams, and take Snapshots of your life story, so that we can carefully assess your overall financial outlook, in order to get you started on your Path to Your Purpose.
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We recognize that your priorities and goals are constantly evolving. That’s why we develop and implement a comprehensive and customized plan that will strive to keep your financial goals on track. This will help you make informed decisions, leverage your opportunities, minimize (or even overcome) the potential roadblocks to your success, and help you prevent costly mistakes along the way. We work together to optimize your decisions, improve the outcomes of decisions made, and help you increase the likelihood of achieving your life goals. Click here for more information on the Certified Financial Planner™ Designation.
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Our structured & institutional-based investment process is built to help properly allocate your assets, optimize, and designed to help potentially improve your results. This diligent process is supported through our ongoing investment research, monitoring of your portfolio’s balance of risk and return, and is kept aligned with your financial needs. Click here for more information on the Certified Investment Management Analyst™ Designation.
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Our attention to your needs, will aim to surpass your expectations. With our passion for excellence and compassion for helping others, we care deeply about every detail of your experience. We add our personal touch to every experience you have with our team. Whether it’s a simple administrative need or a major life event that may impact your finances, we are here to help you find a solution and reduce stress in your life.
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We keep the line of communication with you open at all times through timely client portfolio reviews, proactive service calls, educational pieces, and informative newsletters. Our door is always open and we are always just a phone call away.
Our team takes great pride in our ability to take complicated matters and make them simple, by helping to bring clarity and vision to all the financial aspects and decisions in your life. From navigating through life’s changes, riding out difficult market cycles, planning for your children’s education, or preparing for retirement, we personally target solutions that help you achieve the financial independence you worked so hard for, with less financial concern.
Whatever your milestone may be, we are here to guide you.
Click here to view our concierge approach to Planning & Service
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
